Continuum Advisory’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
55,743
-2,412
| -4% | -$151K | 0.42% | 55 |
|
|
2025
Q1 | $3.48M | Sell |
58,155
-3,271
| -5% | -$195K | 0.45% | 52 |
|
|
2024
Q4 | $3.32M | Sell |
61,426
-2,092
| -3% | -$113K | 0.43% | 52 |
|
|
2024
Q3 | $3.53M | Buy |
63,518
+1,216
| +2% | +$67.6K | 0.45% | 48 |
|
|
2024
Q2 | $2.65M | Sell |
62,302
-266
| -0.4% | -$11.3K | 0.38% | 61 |
|
|
2024
Q1 | $2.48M | Buy |
62,568
+23,020
| +58% | +$911K | 0.37% | 66 |
|
|
2023
Q4 | $1.38M | Buy |
39,548
+1,601
| +4% | +$55.8K | 0.2% | 130 |
|
|
2023
Q3 | $1.28M | Sell |
37,947
-7,150
| -16% | -$241K | 0.2% | 135 |
|
|
2023
Q2 | $1.47M | Buy |
45,097
+8,615
| +24% | +$281K | 0.23% | 117 |
|
|
2023
Q1 | $1.09M | Sell |
36,482
-421
| -1% | -$12.6K | 0.18% | 139 |
|
|
2022
Q4 | $1.21M | Buy |
36,903
+6,083
| +20% | +$200K | 0.22% | 134 |
|
|
2022
Q3 | $882K | Sell |
30,820
-1,572
| -5% | -$45K | 0.16% | 160 |
|
|
2022
Q2 | $1.01M | Buy |
32,392
+2,728
| +9% | +$85.1K | 0.18% | 147 |
|
|
2022
Q1 | $1.02M | Buy |
29,664
+17,579
| +145% | +$603K | 0.19% | 136 |
|
|
2021
Q4 | $315K | Buy |
12,085
+1,610
| +15% | +$42K | 0.07% | 233 |
|
|
2021
Q3 | $272K | Buy |
+10,475
| New | +$272K | 0.07% | 239 |
|